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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,293 | $96,123-19.6% | $77,361-0.1% | $198,609-61.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 9.12% | 2054.81%-2045.7pp | 1011.54%-1002.4pp | 202.70%-193.6pp |
| Employer contribution / active EE | $6,636 | $3,791+75.0% | $2,990+121.9% | $5,055+31.3% |
| Participant deferral / active EE | $3,903 | $4,975-21.5% | $3,911-0.2% | $6,977-44.1% |
| Admin fee / account holder | $2,005 | $9,471-78.8% | $5,894-66.0% | $19,030-89.5% |